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Wetzel Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Wetzel Investment Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,783
Closed -$270K – 143
2026
Q1 		$270K Buy
2,783
+160
+6% +$16K 0.11% 111
2025
Q4 		$252K Sell
2,623
-30
-1% -$2.85K 0.1% 113
2025
Q3 		$248K Sell
2,653
-2
-0.1% -$182 0.11% 114
2025
Q2 		$237K Sell
2,655
-2,809
-51% -$240K 0.11% 109
2025
Q1 		$447K Sell
5,464
-348
-6% -$28K 0.23% 72
2024
Q4 		$439K Sell
5,812
-28
-0.5% -$2.22K 0.22% 74
2024
Q3 		$488K Sell
5,840
-29
-0.5% -$2.33K 0.25% 68
2024
Q2 		$469K Buy
5,869
+13
+0.2% +$1.03K 0.27% 66
2024
Q1 		$446K Sell
5,856
-63
-1% -$4.82K 0.26% 66
2023
Q4 		$446K Buy
+5,919
New +$418K 0.27% 62

Other funds holding EFA

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wetzel Investment Advisors's EFA Position: Q2 2026 in Review

Wetzel Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 2,783 shares — an estimated $270K sold.

Wetzel Investment Advisors first reported a position in EFA in Q4 2023 and held it in 10 quarters. The position peaked at $488K in Q3 2024. 877 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Wetzel Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,783 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $270K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 10 quarters.
  • Wetzel Investment Advisors's iShares MSCI EAFE ETF position peaked at $488K in Q3 2024.
  • 877 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.